Consolidating investments with one provider can save time and effort for investors by enabling them to better understand their overall position. Consolidating with MeDirect provides the additional benefits of being able to track the performance of your entire portfolio through our mobile app or online banking platform and the ability to buy and sell stocks, bonds, funds and ETFs seamlessly with low fees.
Those investors who consolidate their assets with MeDirect by the 31st August will also enjoy a cashback bonus of 0.50 per cent of the value of the securities being transferred in, up to a maximum of €500. Customers will have their bonus calculated on the value of their portfolio as at the 29th September, with the amount due being deposited in customers’ accounts by the end of October.
Consolidating assets to MeDirect from another broker is a straightforward process. Customers can access and complete an Asset Transfer Form and send it to MeDirect together with an updated statement of holdings. Once submitted, MeDirect’s team will handle the rest of the process and advise clients once the securities have been transferred. New clients can also benefit from this offer but would first need to become customers by completing the online application. MeDirect does not charge any fees for transferring securities in and will also reimburse transfer-out fees charged by third parties, up to 0.5 per cent of the total value of the securities being transferred.
MeDirect offers investors access to stock markets in Europe and the United States as well as nearly 1,500 bonds, funds and ETFs. Customers can invest by themselves using MeDirect’s mobile application or internet banking platform or have their portfolio actively managed through MeManaged, a discretionary portfolio management service offered in partnership with BlackRock with a minimum investment of just €100. Alternatively, customers can make use of MeDirect’s advisory service, working directly with expert advisors to create a tailored investment strategy or to invest in a model portfolio service.
Adrian Vella, Head – Investment Network at MeDirect Malta, said, “Thanks to our mobile app and online platform, investing with MeDirect is simple, regardless of whether you are comfortable to go at it alone or want expert advice and assistance. We offer thousands of investment options with a low and very transparent fee structure as well as a straightforward process for customers to consolidate their assets. All this is part of MeDirect’s ongoing strategy to democratise finance and provide all investors in Malta with access to the best tools and information to grow and protect their wealth.”
Further information on MeDirect’s investment services is available at https://www.medirect.com.mt/invest/. Information on the current promotion can be found here: https://promo.medirect.com.mt/asset-transfer/.
Promotion is for a limited time only. Terms and Conditions apply. MeDirect Bank (Malta) plc, company registration number C34125, is licensed to undertake the business of investment services under the Investment Services Act (Cap. 370).
